Horizon Investments, LLC

Position in EXC — Exelon Corp

CIK 1560717 Charlotte, NC

Position in EXC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,678,271

-$166,955 QoQ

Shares Held

78,899

+0.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#330

of 1,277 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Horizon Investments, LLC holds $76,737,001 across 28 Utilities - Regulated Electric names. EXC ranks #8 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	127,425	$11,184,092
2	AEP	American Electric Power Co Inc	62,687	$8,576,208
3	DUK	Duke Energy CORP	63,683	$8,060,994
4	SO	Southern Co	70,508	$6,748,320
5	ED	Consolidated Edison Inc	54,702	$6,051,682
6	PCG	PG&E Corp	290,801	$4,891,272
7	EIX	Edison International	54,267	$4,040,178
8	EXC	Exelon Corp This page	78,899	$3,678,271

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,678,271	78,899	+0.6%	Shares	Sole	2026-08-13
2026-03-31	$3,845,226	78,442	-7.5%	Shares	Sole	2026-05-15
2025-12-31	$3,696,170	84,794	-22.0%	Shares	Sole	2026-02-02
2025-09-30	$4,894,702	108,747	+16.1%	Shares	Sole	2025-11-14
2025-06-30	$4,067,064	93,668	+375.5%	Shares	Sole	2025-08-14
2025-03-31	$907,683	19,698	+4.7%	Shares	Sole	2025-05-13
2024-12-31	$708,046	18,811	+1.8%	Shares	Sole	2025-02-10
2024-09-30	$749,201	18,476	+1.5%	Shares	Sole	2024-11-13
2024-06-30	$629,763	18,196	+1.1%	Shares	Sole	2024-08-09
2024-03-31	$676,410	18,004	+0.9%	Shares	Sole	2024-05-15
2023-12-31	$640,671	17,846	+33.6%	Shares	Sole	2024-02-14
2023-09-30	$504,912	13,361	-2.3%	Shares	Sole	2023-11-14
2023-06-30	$556,875	13,669	+3.8%	Shares	Sole	2023-08-14
2023-03-31	$551,439	13,164	+18.4%	Shares	Sole	2023-05-15
2022-12-31	$480,804	11,122	+17.5%	Shares	Sole	2023-02-14
2022-09-30	$354,671	9,468	-50.4%	Shares	Sole	2022-11-14
2022-06-30	$864,569	19,077	+16.9%	Shares	Sole	2022-08-12
2022-03-31	$777,083	16,315	+118.4%	Shares	Sole	2022-05-16
2021-12-31	$431,467	7,470	+15.0%	Shares	Sole	2022-02-15
2021-09-30	$314,016	6,496	+6.2%	Shares	Sole	2021-11-15
2021-06-30	$271,133	6,119	+2.7%	Shares	Sole	2021-08-13
2021-03-31	$260,734	5,961	-26.4%	Shares	Sole	2021-05-14
2020-09-30	$289,763	8,103	-51.4%	Shares	Sole	2020-11-16
2020-06-30	$605,173	16,676	+85.0%	Shares	Sole	2020-08-13
2020-03-31	$331,842	9,015	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.